Oregon Idaho Pioneers Aug. 12, 2020
There’s a Lot To Smile About! Dental Initiative Results So Far... Week 32 Dental Sales: $19,369 Total For The Dental Initiative: $99,771 Week 32 Groups Adding Dental Policies: 10 Total for the Dental Initiative: 41
“You can close more business in two months by becoming interested in other people than you can in two years by trying to get people interested in you.� Dale Carnegie
2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of the ancient civilization in Athens' historical city center. Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more.
Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss. Make sure you have plans to qualify for the voyage of a lifetime. Your Legend Awaits!
Don’t forget! New Reps and Managers can win an invitation to attend home office for advanced training that only takes place two times per year. Qualifications are below:
New Rep School Qualifications: • • • • •
Open to representatives in their first 52 weeks – ASRs and PSRs Managers (DGA, ADM, PSM and PSAM) not included. Achieve 4 cases and $50,000 in opener net sales premium or 27,500 net sales credits. BQI must be 75% or higher. Manager (DGA and/or TM) approval.
ADM New Manager School Qualifications: • •
• • • • • •
Manager is within their first 52 weeks Plan achievement in 2 of their first 4 quarters (not pro-rated) Minimum sales of $25,000 BQI of 75% or higher (if BQI is applicable) Minimum of 3 recruits Minimum of $10,000 in A Rep sales Manager is certified in New Leader Development, Managing a Direct Sales Team and Recruiting
DGA New Manager School Qualifications: • • • • • •
Manager within 52 weeks of contract (at time of qualification) Must achieve plan in 1st or 2nd full quarter (minimum sales plan of $30,000) Minimum of $5,000 in A Rep sales Minimum of 2 contracts BQI of 75% or higher Manager is certified in New Leader Development, Managing a Direct Sales Team and Recruiting
Week to Date Numbers (as of Week 32)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$52,168.35
Canals, Gabriel
$32,221.32
Marquess, Rick
$25,523.28
Taylor, Mary
$25,523.28
Attebery, Shane
$16,865.25
Timothy, Nikki
$10,563.06
Top 15 Openers
Week 32 Sales
Top 15 Benefit Counselors
WK 32 Net Sales Credits
Campbell, Branden
$26,722.92 Kunkler, Karen
4,423
Taylor, Mary
$17,780.01 Wolden, Julie
3,654
Gurney, Brenda
$10,563.06 Villanueva, Maria
2,686
Brink, Don
$7,707.90 Miller, Tricia
1,986
Castro Monroy, Jonathan
$7,692.84 Isaacson, Stephanie
1,982
Bryant, Margaret
$5,106.84 Gurney, Brenda
1,913
Maccabee, Amber
$2,452.78 Maccabee, Amber
1,722
Meyers, Chris
$2,308.56 Losada Monroy, Raquel
1,507
Canals, Gabriel
$2,221.69 Campbell, Branden
1,479
Day, Terra
$2,106.00 Castro Monroy, Jonathan
1,463
Wiemann, John
$1,653.30 Bryant, Margaret
1,355
Buschman, Roxana
$1,549.68 Vasquez, Guadalupe
1,236
Thomas, Cameron
$1,479.57 Taylor, Todd
1,059
Taylor, Todd
$1,332.94 Bringhurst, Angela
1,046
McPherson, Stan
$1,186.68 Schacher, Stephen
831
Quarter to Date Numbers (as of Week 32)
QTD Top DGA’s by % of Plan Attebery, Shane
130.2%
QTD Top ADM’s by % of Plan Timothy, Nikki
126.2%
Jones, Eric
61.5%
Taylor, Mary
53.5%
Cornett, Kevin
37.3%
Ray, Carrie
45.3%
Top 15 Openers Brink, Don
Top 15 Benefit Counselors
QTD Total Net Sales Credit
$113,999.88 Losada Monroy, Raquel
18,923
QTD - 2020 Sales
Gurney, Brenda
$61,788.30 Gurney, Brenda
17,023
Pines, Zara
$43,041.75 Isaacson, Stephanie
14,100
Campbell, Branden
$32,347.68 Kunkler, Karen
13,172
Taylor, Mary
$26,773.48 Brink, Don
8,796
Castro Monroy, Jonathan
$26,400.66 Villanueva, Maria
7,905
Ford, Brook
$14,259.96 Wolden, Julie
6,729
Bryant, Margaret
$14,205.20 Buschman, Roxana $13,889.91 DuPriest, Kathy
6,161
Ray, Carrie Bilgen, Lisa Camarata, Tim
$11,882.67 Castro Monroy, Jonathan $10,583.52 Vasquez, Guadalupe
5,917
5,801 4,775
Thurston, Derek
$9,171.90 Camarata, Tim
3,616
Canals, Gabriel
$7,388.34 Fowler, Deana
3,210
Bringhurst, Angela
$5,880.96 Campbell, Branden
3,020
Day, Terra
$5,756.58 Granja Flores, Hugo
2,463
Year to Date Numbers (as of Week 32)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
57.3%
Bilgen, Lisa
61.8%
Alley, Mike
55.2%
Ray, Carrie
43.0%
Thurston, Doug
39.5%
Timothy, Nikki
42.4%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$915,569.38
Isaacson, Stephanie
123,547
Bryant, Margaret
$326,754.84
Kunkler, Karen
100,745
Bilgen, Lisa
$224,468.37
Losada Monroy, Raquel
80,407
Campbell, Branden
$106,594.08
Brink, Don
51,060
Pines, Zara
$80,210.88
DuPriest, Kathy
43,801
Taylor, Mary
$77,029.82
Leach, Susan
31,767
Ray, Carrie
$63,981.64
Buschman, Roxana
30,980
Bringhurst, Angela
$59,468.07
Wolden, Julie
29,423
Boutwell, Gladys
$56,800.08
Wollen, Gordon
26,637
Gurney, Brenda
$55,897.17
Morgester, Christine
24,261
Gifford, Troy
$55,432.18
Ford, Brook
23,937
Shipman, Jeff
$48,634.30
Gifford, Troy
23,521
Thurston, Derek
$45,945.90
Peterson, Kimberly
21,928
Ballweber, Theresa
$33,601.09
Fleener, Lois
18,076
Durre, Mike
$27,791.76
Gurney, Brenda
17,780
Year to Date Numbers (as of Week 32) Top 5 Coordinators
WK 32 Net Sales Credits
Ballweber, Theresa
4,627
Taylor, Stacie
2,196
Talburt, Marci
1,853
Bryant, Margaret
340
Bringhurst, Angela
231
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 23,541
Talburt, Marci
9,956
Gurney, Brenda
4,186
Taylor, Stacie
3,318
Gross, Lynsay
3,048
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 162,248
Bryant, Margaret
53,218
Talburt, Marci
50,376
Gross, Lynsay
13,120
Taylor, Stacie
11,707
3rd Qtr Cases 2020 Goal:
95 2020 Actual:
13
13.6%
2020 Cases 2020 Goal:
435 2020 Actual:
87
20% 3rd Qtr Premium 2020 Goal:
$2,534,999 2020 Actual:
$600,868
23.7% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$3,923,342
34.6%
THE CORE TEAM
Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
Kane Maidment Territory Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550